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  2. VICTORY CAPITAL MANAGEMENT, INC.
Sponsor portfolioTH

VICTORY CAPITAL MANAGEMENT, INC.

EIN 13-2700161-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
1
$188.9M assets
Welfare
2
$7.8M premiums
Participants
2,445
4900 TIEDMAN ROAD, 4TH FLOOR - BROOKLYN, OH 44144216-898-2555
Plans on this EIN
3 filings
#001401k-$188.9M - 694 part#501Fully Insured-$7.8M - 1,231 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $7.8M premiums / 1,231 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.1M
  • Life$459K
  • Other$455K
  • Long-term disability$223K
  • Short-term disability$60K
  • Dental$33K
  • +1 more
Total $7.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • AETNA LIFE INSURANCE COMPANY0%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY0%
  • FIRST UNUN LIFE INSURANCE COMPANY0%
Total $7.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • THE JAMES B OSWALD COMPANY77%
  • CENTRO BENEFITS RESEARCH LLC22%
  • SMITH, THOMAS, CHRISTOPHER1%
  • BALTAS, STEVEN J0%
Total $138K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VICTORY CAPITAL MANAGEMENT, INC. 401(K) SAVINGS PLAN

401k

Assets$188.9M
Participants694
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VICTORY CAPITAL MANAGEMENT, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$7.8M
Covered lives1,231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

VICTORY CAPITAL MANAGEMENT, INC. SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VICTORY CAPITAL MANAGEMENT, INC. 401(K) SAVINGS PLAN401k$188.9M6942024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VICTORY CAPITAL MANAGEMENT, INC. EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$7.8M1,2312024
502VICTORY CAPITAL MANAGEMENT, INC. SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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